Shepherd Street Advisors LLC Takes Position in Walmart Inc. $WMT

Shepherd Street Advisors LLC acquired a new stake in Walmart Inc. (NASDAQ:WMT) during the fourth quarter, Holdings Channel.com reports. The firm acquired 9,382 shares of the retailer’s stock, valued at approximately $1,045,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. Fox Run Management L.L.C. purchased a new position in shares of Walmart in the 3rd quarter valued at $1,709,000. Van ECK Associates Corp grew its position in shares of Walmart by 2.9% in the 3rd quarter. Van ECK Associates Corp now owns 1,010,886 shares of the retailer’s stock valued at $104,182,000 after buying an additional 28,026 shares during the last quarter. Life Cycle Investment Partners Ltd purchased a new position in shares of Walmart in the 4th quarter valued at $40,855,000. Tennessee Valley Asset Management Partners grew its position in shares of Walmart by 466.6% in the 3rd quarter. Tennessee Valley Asset Management Partners now owns 13,343 shares of the retailer’s stock valued at $1,375,000 after buying an additional 10,988 shares during the last quarter. Finally, King Luther Capital Management Corp grew its position in shares of Walmart by 8.8% in the 4th quarter. King Luther Capital Management Corp now owns 1,415,423 shares of the retailer’s stock valued at $157,692,000 after buying an additional 113,952 shares during the last quarter. 26.76% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, CEO John R. Furner sold 13,125 shares of the firm’s stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $124.08, for a total value of $1,628,550.00. Following the completion of the sale, the chief executive officer owned 661,037 shares in the company, valued at approximately $82,021,470.96. This trade represents a 1.95% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Daniel J. Bartlett sold 1,250 shares of the firm’s stock in a transaction on Friday, May 15th. The stock was sold at an average price of $133.77, for a total transaction of $167,212.50. Following the completion of the sale, the executive vice president owned 635,593 shares of the company’s stock, valued at $85,023,275.61. This trade represents a 0.20% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 117,008 shares of company stock worth $14,492,704. 0.09% of the stock is currently owned by insiders.

Analyst Ratings Changes

WMT has been the topic of a number of recent analyst reports. Tigress Financial reaffirmed a “buy” rating and issued a $155.00 target price (up from $150.00) on shares of Walmart in a research report on Friday. Rothschild & Co Redburn set a $150.00 target price on shares of Walmart in a research report on Tuesday, February 17th. Deutsche Bank Aktiengesellschaft set a $120.00 target price on shares of Walmart in a research report on Friday, February 20th. Citigroup reaffirmed a “buy” rating and issued a $147.00 target price (up from $120.00) on shares of Walmart in a research report on Thursday, February 5th. Finally, Evercore reaffirmed an “outperform” rating on shares of Walmart in a research report on Monday, May 18th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, Walmart has a consensus rating of “Moderate Buy” and a consensus target price of $138.85.

Walmart Trading Down 1.3%

Shares of Walmart stock opened at $113.06 on Wednesday. Walmart Inc. has a 1 year low of $93.43 and a 1 year high of $135.15. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.23 and a current ratio of 0.77. The company has a market capitalization of $899.74 billion, a P/E ratio of 39.67, a PEG ratio of 4.28 and a beta of 0.59. The company’s fifty day moving average is $125.98 and its two-hundred day moving average is $120.81.

Walmart (NASDAQ:WMT) last issued its quarterly earnings data on Thursday, May 21st. The retailer reported $0.66 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.66. Walmart had a net margin of 3.13% and a return on equity of 21.25%. The company had revenue of $177.75 billion for the quarter, compared to the consensus estimate of $174.84 billion. During the same period last year, the firm posted $0.61 EPS. Walmart’s revenue for the quarter was up 7.4% on a year-over-year basis. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Analysts forecast that Walmart Inc. will post 2.89 earnings per share for the current year.

Key Walmart News

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart-backed OnePay is looking beyond the retailer’s ecosystem to grow its financial app, which could expand the company’s digital and fintech reach if it attracts more outside users. Walmart-Backed OnePay Looks Beyond Retailer’s Ecosystem to Fuel Expansion
• Positive Sentiment: Walmart said its drones have completed more than 1 million deliveries, highlighting continued progress in faster last-mile fulfillment and its push to improve convenience for customers. Walmart Marks Millionth Drone Drop-Off Amid Increased Delivery Focus
• Positive Sentiment: Walmart expanded 30-minute delivery to 33 U.S. markets, reinforcing its e-commerce and grocery delivery advantage versus rivals. Walmart’s 30-Minute Delivery Expansion Strengthens Its Retail Edge
• Neutral Sentiment: Walmart announced an expanded community initiative in Florida to support first responders and children in crisis, which is positive for brand image but likely limited in direct stock impact. Walmart Helps First Responders Comfort Children in Crisis Across Florida
• Neutral Sentiment: Coverage comparing Target and Walmart suggests Walmart remains strong on scale, ads, and higher-income customer gains, but the piece is more of an industry comparison than a new company-specific catalyst. Target vs Walmart: Both Fighting For The Same Customer, Only One Wins
• Negative Sentiment: Recent commentary focused on whether Walmart’s share-price pullback means much of the upside is already priced in, reflecting investor caution after the stock’s recent decline. Is It Time To Reassess Walmart (WMT) After The Recent Share Price Pullback
• Negative Sentiment: Reports that Walmart limited employee use of an AI tool may raise concerns about internal policy or operational friction, though the direct financial impact appears modest. Update: Market Chatter: Walmart Limits Staff’s Usage of AI Tool After High Demand

Walmart Company Profile

Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.

The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.